We have been using OptionTrax and InvestmenTrax for over 7 years now. The rollout went smoothly and effortlessly on our part. My company has done its best to find creative ways to stump the software but has yet to do it. As a pre-public company, we have standard and non-standard option grants, ISOs & NQSOs, RSU's and RSUs + Options with double triggers. The support level from the beginning of the relationship to this very day has never faltered, changed or wavered. if I ask for help - it is quickly received, including a person-to-person phone call and screen share if needed. The team at Plan Management are professional and dedicated but also warm and welcoming. The system automatically calculates the 100K rule split between ISO/NQSO; handles termination calculations, including acceleration perfectly. Exercising options is a piece of cake. The participant portal has improved in appearance and functionality over the years and our employees love it. The added feature of uploading your own grant notice templates was a dream come true -- we have 20+ different templates!

I had direct & very timely access to a seasoned CEP / MBA (Elena Thomas) via a call and e-mails to assist with very detailed equity nuances that set the stage for related technical accounting. That was invaluable and greatly appreciated. The competitor's approach was to provide an article that did not even address the main issue, much less provide a mechanism for nuanced follow-up questions.

What I really best about Option Trax is the immediate response from customer service. I found myself in a place where I had not used the tool in a while, and needed a refresher - I emailed the help desk and within 5 minutes I received a call back! We are a small company, but I can tell that this is simply how Option Trax operates.